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Name: |
WEST CHESTER CAPITAL ADVISORS INC |
City: |
WEST CHESTER |
State: |
PA |
Zip: |
19382 |
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Holdings
Found :
17 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
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AAPL |
Apple Inc |
3 |
- |
$183.38 |
$2,221,000 |
12,971 |
4.1% |
-346,000 |
-263 |
0 |
Personal Computers |
|
BRK.B |
Berkshire Hathaway B |
5 |
- |
$400.87 |
$1,810,000 |
5,166 |
3.34% |
16,000 |
-95 |
0 |
Property & Casualty I... |
|
USFR |
Wisdomtree Bloomberg Floati... |
6 |
- |
$50.38 |
$1,807,000 |
35,903 |
3.34% |
-683,000 |
-13,584 |
0.007 |
N/A |
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LLY |
Eli Lilly & Co |
9 |
- |
$734.97 |
$1,571,000 |
2,925 |
2.9% |
162,000 |
-79 |
0 |
Drug Manufacturers - ... |
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SPY |
Standard & Poors Depository... |
12 |
- |
$511.29 |
$936,000 |
2,190 |
1.73% |
-124,000 |
-202 |
0 |
Closed - End Fund - E... |
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V |
Visa Inc |
15 |
- |
$268.49 |
$790,000 |
3,435 |
1.46% |
-107,000 |
-341 |
0 |
Business Services |
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DHR |
Danaher Corp |
17 |
- |
$248.38 |
$660,000 |
2,661 |
1.22% |
-66,000 |
-364 |
0 |
General Building Mate... |
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MCD |
McDonalds Corp |
19 |
- |
$270.32 |
$600,000 |
2,277 |
1.11% |
-109,000 |
-99 |
0 |
Restaurants |
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MSFT |
Microsoft Corp |
21 |
- |
$406.66 |
$527,000 |
1,669 |
0.97% |
-280,000 |
-700 |
0 |
Application Software |
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EXC |
Exelon Corp |
25 |
- |
$37.41 |
$466,000 |
12,337 |
0.86% |
-38,000 |
-31 |
0.001 |
Multi Utilities |
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MO |
Altria Group Inc |
26 |
- |
$43.59 |
$456,000 |
10,846 |
0.84% |
-38,000 |
-56 |
0.001 |
Cigarettes & Other To... |
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NUE |
Nucor Corp |
27 |
- |
$173.92 |
$429,000 |
2,746 |
0.79% |
-29,000 |
-50 |
0.001 |
Steel & Iron |
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DUK |
Duke Energy Corp |
28 |
- |
$100.26 |
$371,000 |
4,208 |
0.69% |
-40,000 |
-374 |
0.001 |
Electric Utilities |
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BMY |
Bristol-Myers Squibb Co |
29 |
- |
$43.99 |
$350,000 |
6,035 |
0.65% |
-64,000 |
-440 |
0 |
Drug Manufacturers - ... |
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FNB |
FNB Corporation |
36 |
- |
$13.79 |
$265,000 |
24,598 |
0.49% |
-19,000 |
-248 |
0.008 |
Domestic Regional Banks |
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PRU |
Prudential Financial Inc |
39 |
- |
$112.26 |
$229,000 |
2,417 |
0.42% |
10,000 |
-65 |
0 |
Life & Health Insurance |
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SPHD |
Invesco S&P 500 High Divide... |
42 |
- |
$43.81 |
$201,000 |
5,135 |
0.37% |
-28,000 |
-412 |
0.007 |
N/A |
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